ANGELINA CARLETON   l   Legacy Planning
Legacy Planning is a unique & exclusive coaching firm for investment advisors and women entrepreneurs



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We are proud to associate with The Conrad Family Office of the United Kingdom.


Legacy Planning is a private initiative that offers an opportunity for you to explore your goals and dreams, but also to provide you with the world-class support to keep you accountable with the follow-through of your long term intentions. When you become the best you can be in navigating your calendar days, your energy and your activities, transformation and fulfillment materialize and thus, your personal legacy.


The firm of Legacy Planning is to be a coaching and advisory resource available to help you attain your vision for a lasting legacy through specific blueprint steps.


In addition to incorporating the Co-Active Coaching Model, we also consider seventeen (17) of our own principles when guiding clients in their transformation journey.


Investment Advisors

With attention to finding mentors or mentoring, at any stage, this group offers financial education and ROI choices in empowering their communities.

Women Entrepreneurs

This female niche has much to contribute in navigating their access to improving cultures at their family businesses or any other entity as well as with their influence on society.

Groups Via

Zoom Video Conferencing

What is amazing about group coaching is that it is a space to learn, reflect on and share in one another's evolution. There have been 168 group coaching sessions thus far ranging from 4-22 individuals in each video conference.

As Featured In...


Alliance Magazine

May 2018

Women In Family Business



October 2019

January 2020


Thrive Global



January 2020

February 2020



February 2020



A media kit can be

downloaded here. 

 Follow the most bespoke coaching brand.


MONDAY - FRIDAY: 10:00 - 18:00




9190 W. OLYMPIC BLVD # 368



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"Angelina - I wanted to let you know how impactful your coaching of me was on our last call. You struck a cord when you articulated that one of my core values is “Justice”. This really resonated with me and I have been in inquiry about it ever since. You have great intuition! Warm regards, Nancy." Nancy, a client who retired from a law firm now residing in Northern California

"Angelina is a coach who derives your inner journey smoothly. She coaches you by her heart & emotions and stays well connected throughout the entire process. She gave me the space of silence that allowed me to hear my inner voice, then asked me a lot of powerful questions that led me to see things from different angles. She believed in me as a whole person and throughout the conversation, she filled me with the energy of trust & vision. We can find a lot of coaches in the world, but talented ones are a challenge. Angelina is one of the talented ones." -Shaima, Abu-Dhabi, United Arab Emirates

"Angelina is a very intuitive coach, she is bright and helped me find what is really important in my life. I recommend her to anybody who is willing to explore themselves with fierce courage, she'll surely be by your side, supporting you and championing you to get where you want to go for your legacy. Angelina is talented!" - Ilaria, Abu Dhabi, United Arab Emirates

"Angelina is an extremely insightful coach. I enjoyed our work together and it helped me progress forward in my career path." - Dana, MBA who resides in San Francisco, CA

"Angelina - I wanted to thank you for really great coaching. I feel it helped me move forward in regards to thinking about this issue of what to do in the Spring. It was so interesting that you asked the question of 'how comfortable are you with public speaking', as I'm absolutely not comfortable with it. And, that you also asked about the messages of what I want to share and, trust that it will unfold. I also really liked that you brought in the distinction between the Small A and Big A agenda - and the question: Who do you want to be when you bring your work forward? I'm taking this with me in the process and really focusing on the BEING right now, who do I need to be to do this work. Your coaching really helped me with the 'being' part." -Miriam, client in Oslo Norway

“Angelina is a fantastic coach! Her enthusiastic support and encouragement inspired me to let my imagination soar!" -Margaret, Los Angeles, California. Her clients include Banana Republic, Wells Fargo, Cisco, GAP, Yahoo!, Levi's, First Republic Bank, Microsoft, Macy's, Comcast and HP.

"I began my legacy planning with Angelina in November of 2018. She is one of the key support pillars that I trust. I have experienced results with her coaching, holding me accountable to my goals each week and month. I appreciate her reframing and intuition skills, by seeing current obstacles and challenges from different perspectives. This executive level coaching allows me to combine the depth and breadth of my career experiences to create the life I want for myself now. I intentionally make all decisions knowing that my time remaining here is limited. My conversations with Angelina assist me in pushing me beyond my comfort zones, regarding how I can impact, teach and guide others." -Benjamin,  Executive With Three Global Fortune 500 Companies

"Angelina is a natural and instinctive coach who helps you explore new perspectives and possibilities." Amanda, United Kingdom, 20 year business owner and executive

"Angelina has a unique way of having you ponder the future and still live in the present. She bares witness with genuine care. I received great value in her help to align my life legacy with daily action." Julie, IBM Executive, British Columbia, Canada

"I met Angelina about nine months ago. As a millennial and digital entrepreneur, things can be so uncertain as to what my legacy will be or how I can even create a legacy. With Angelina’s coaching, I've been able to get to the root of various business problems, understand myself and my goals better, and create a clear vision with actions steps forward. I appreciate her ability to clarify and help me process what I encounter each week. There is an essential planning piece needed for those who are serious about their future, their contributions and their legacy. If you want to succeed you will surround yourself by those who can assist and guide you. I'm so grateful that Angelina is on my personal board of advisors." -Katherine, NXTGEN in a management role

"As the daughter of a NYC diamond setter and as a great grandmother, Angelina was introduced to me through associates for her coaching results in both life and business. She helped me, as a cancer survivor, to become ambitious again and reconnect me to my roots. She offered me the space of reflection to look at myself and my past - to have me realize I am not dead yet. I feel now, after six months of Angelina’s coaching, that I would like to fulfill a legacy of teaching my immediate and extended family good values. And, remembering where those good values will get you.” –Denise, Southern California

"Why life and business coaching at my age, was my first thought. I had recently started a new career at 50 and I began my coaching sessions not knowing what to expect. I had in the back of my mind "old dog, new tricks". As the coaching progressed with Angelina, I found small changes were being made in every aspect of my life; sort of like a hundred wrinkles being ironed out, making my personal and business life smoother. This new awareness, as well as weekly actions in follow through, enabled me to see new possibilities that I had never thought existed. ... Next steps for a future I had not considered six months previous, ... on multiple levels. Thank you Angelina for your time and holding me accountable." -Saundra, Southern California

Other Details:

(pdf downloads)

1. Where Does Legacy Planning Fit In?

2. One Page Tear Sheet

3. The Process: Principles

4. Professional References

5. Your Vision For Your Legacy

6. Frequently Asked Questions

7. Client (Market) Feedback

8. Fees

9. The Founder (About)

10. Profile Data

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